+40.2%
CVX vs NU
-3.4%
+43.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +0.7% | -4.2% | +4.9% | +0.2% |
| 30D | +9.1% | +10.0% | -0.9% | +10.5% |
| 3M | +13.1% | +29.3% | -16.2% | +16.6% |
| 6M | +16.3% | +0.9% | +15.3% | +18.5% |
| YTD | +43.5% | -10.3% | +53.8% | +45.6% |
| 1Y | +40.2% | -3.2% | +43.3% | +41.3% |
| All | +40.2% | -3.4% | +43.6% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling